This document explains the benefits of investing in mutual funds, including simplicity, retirement income, low cost, liquidity, and tax advantages. It outlines various types of mutual funds such as tax-saving, equity, hybrid, and debt funds, as well as the option of systematic investment plans. For more information, visit www.idfcmf.com.

1. Mutual Fund : Study your Options
and Spread your Investments

2. Why to Invest in Mutual funds?
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Simple to Invest
Income after Retirements
Low cost and Flexibility
Offers liquidity
Pay for education expenses
Gives higher investment returns
Offers diversification
Asset Allocation
Tax Benefits

3. Mutual Funds - how to invest?
Make
Investments
in Mutual
Funds
Investors
Money in invested in
different assets
Money Back
to investors
Money given to fund
house and distributors
Expenses
deducted on
profits

4. Types of Mutual Funds
Mutual
Funds
Tax saving
funds
Equity
funds
Balanced
Funds
Hybrid
funds
Debt funds

5. Tax Saving funds
Equity Funds
Hybrid Funds
Debt Funds
Systematic Investment
Plans
• Tax saving funds offer tax benefits to investors.
• Equity fund is a fund that invests in stocks.
• Hybrid Funds is a mixture of both Equity and Debt
funds.
• Debt funds are mutual funds that invest in fixed
income securities like bonds and treasury bills.
• Systematic investment plans is method through
which you can invest in mutual funds through small
and periodic instalments.

6. To know More on Mutual Funds Visit
www.idfcmf.com